Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current Restore this Version View Page History

« Previous Version 6 Next »

  • The Ability to Create a New User can be found with the “New User” button from within Settings/Users:

  • After Selecting the “New User” button there are various forms that appear

    • Username

    • Full Name

    • Email Address

    • User Access

      • Ops (Partner)

        • Select the Partner associated with this user

        • Permissions received when an Ops Partner is created:

          • Orders

          • Proposals

          • Reports

          • Additional Resources

      • Line Item Assignee

        • No Partner required

        • This should be an internal Adcellerant employee but isn’t required to be an Admin of Ui.Marketing

        • Permissions received when an Ops Partner is created:

          • Orders

          • Proposals

          • Reports

          • Additional Resources

      • Division (Division User within a Single Partner)

        • Select the Partner associated with this user

        • Select the Division associated with the Partner selected

        • Permissions received when an Ops Partner is created:

          • Orders

          • Proposals

          • Reports

          • Additional Resources

      • Customer (Advertiser)

        • Select the Partner associated with this user

        • Select the Division associated with the Partner selected

        • Select the Advertiser associated with the Partner/Division selected

        • Permissions received when an Ops Partner is created:

          • Orders

          • Proposals

          • Reports

          • Additional Resources

  • The ability to edit a single user and their permissions

    • Ops User (Partner)

      • Orders

      • Proposals

      • Reports

      • Additional Resources

    • Line Item Assignee

      • Orders

      • Proposals

      • Reports

      • Additional Resources

    • Division (Division User within a Single Partner)

      • Orders

      • Proposals

      • Reports

      • Additional Resources

    • Customer (Advertiser)

      • Orders

      • Proposals

      • Reports

      • Additional Resources